IFP Advisors’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45K | Sell |
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|
2025
Q1 | $58.9K | Hold |
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|
2024
Q4 | $64K | Sell |
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|
2024
Q3 | $74.4K | Hold |
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|
2024
Q2 | $71.4K | Hold |
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|
2024
Q1 | $69K | Sell |
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|
2023
Q4 | $63.4K | Sell |
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|
2023
Q3 | $69.6K | Sell |
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|
2023
Q2 | $320K | Sell |
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|
2023
Q1 | $693K | Sell |
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|
2022
Q4 | $731K | Sell |
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|
2022
Q3 | $1.24M | Sell |
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|
2022
Q2 | $1.24M | Hold |
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|
2022
Q1 | $1.24M | Sell |
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|
2021
Q4 | $1.83M | Buy |
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|
2021
Q3 | $1.55M | Buy |
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|
2021
Q2 | $1.18M | Buy |
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|
2021
Q1 | $830K | Sell |
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|
2020
Q4 | $1.43M | Buy |
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